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Thursday 17 June 2021
FiTech upbeat about demand for miniLED-backlit devices
LED probing, testing and sorting equipment maker FiTech is ramping up its OEM testing and sorting capacity for miniLED chips, having recently completed the corresponding capacity expansion project.
Thursday 17 June 2021
US-Taiwan partnerships: Q&A with Arati Shroff, deputy chief of Economic Section at AIT
Bloomberg has warned that the world is "dangerously dependent" on supply of semiconductors from Taiwan - an assertion echoed by attempts that many governments have made to avoid placing all eggs in one basket. The US has already made moves towards boosting semiconductor manufacturing on American soil - a significant example being TSMC's project to build an advanced-node fab in Arizona. But this project highlights the fact the US is still "depending" on Taiwan - in one way or another - for semiconductor supply, at least in the foreseeable future.
Wednesday 16 June 2021
Highlights of the day: Macronix set to sell 6-inch fab
Mask ROM and flash memory maker Macronix is close to striking a deal to sell its 6-inch fab in Taiwan. Tokyo Electron is named as the most likely buyer of the Macronix fab. The notebook sector has been troubled by component shortages for months, but outlook for the notebook market remains robust throughout the year. Taiwan-based diode makers see clear order visibility through the end of the year, thanks to WFH needs and a surge in automotive applications.
Tuesday 15 June 2021
Highlights of the day: Digitimes releases ASC 100 Asia tech supply chain survey
The top-100 tech firms in Asia are mostly based in Japan, China, Korea and Taiwan, with the car and tech products/equipment sectors making up the two largest groups, according to Asia Supply Chain 100 (ASC 100), the freshly released research results by Digitimes. The ASC 100 study, based on the companies' revenues, profit and market cap, wil be renewed annually. In the notebook industry, makers are using more aluminum-alloy components to replace copper ones, as copper prices stay at high levels.
Tuesday 15 June 2021
ASC 100: Long-term changes to top 20 suppliers in six Asian countries are worth watching
Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization. Four Indian firms and one Indonesian firm entered Digitimes' Asia Supply Chain 100 (ASC100). By region, Tata Motors at No. 22 in ASC100 is the champion in Southeast Asia and South Asia, followed by Indonesia's Astra International (No. 68) and India's Mahindra & Mahindra (No. 69), Maruti Suzuki (No. 74) and Motherson Sumi (No. 89). ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Only six semiconductor companies make top 100, but lead well in average profit and market value
Companies in the "tech products and equipment" and "automotive manufacturing" sectors account for half of the Digitimes' Asia Supply Chain 100 (ASC 100) list, but semiconductor firms well lead the list in both average profit and average market value. ASC 100 is a newly released reseach on Asia's top 100 tech firms. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: TSMC, Samsung lead in market value; semiconductor, EV sectors gaining traction
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor industry is poised to enjoy robust order momentum through 2022, allowing semiconductor stocks to gain traction in the market. TSMC and Samsung Electronics, now the world's only two companies able to commercialize sub-7 nm foundry nodes, have been in a two-horse race for grabbing the crown in the Digitimes' Asia Supply Chain 100 (ASC 100) research, ranking first and second, respectively, by market capitalization in 2020. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Samsung has highest earnings, TSMC best margin
Of the companies in Digitimes' Asia Supply Chain 100 (ASC 100), Samsung Electronics had the highest net income US$22.1 billion in 2020. But TSMC - in third place in overall net income - had the highest net profit margin of 38.7%, way higher than Samsung's 11%. ASC 100 is a new released research on Asia's top 100 tech firms - a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Toyota No. 1 by revenue; half of top 50 with strongest revenue growth are Chinese firms
Digitimes, an Asia-based premium source of tech supply information, has just released its 2021 Asia Supply Chain 100 (ASC100) research results. In terms of 2020 revenue, Japan's Toyota Motor, South Korea's Samsung Electronics and Taiwan's Hon Hai Precision (Foxconn) are the top three in ASC100, a freshly launched research on Asia's top-100 tech firms. The ASC 100 research is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Digitimes identifies 3 major trends that will reshape global supply chains
Digitimes, an Asia-based premium source of tech supply chain information, undertook a six-month study on the financial reports of 4,725 publicly listed corporations across 11 countries in Asia and compiled its first annual report on the top 100 Asian suppliers - Asia Supply Chain 100 (ASC100) in 2021. Released on June 15, the report contains the rankings among Asia's top 100 suppliers along with a look into supply chain trends and an analysis on the competitiveness of Asian countries. Digitimes plans to release updated statistics on an annual basis going forward and keep track of the changes in the rankings among Asia's high-tech suppliers in the long run.
Friday 11 June 2021
Vietnam establishes 25 new industrial parks in first 5 months of 2021
In the first five months of 2021, 25 new industrial parks were established in Vietnam, a significant increase from the first-half 2020's six, according to research by US-based CBRE.
Thursday 10 June 2021
Highlights of the day: Notebook ODMs see mixed shipments in May
Notebook ODMs still see robust orders from clients, but productions have been seriously hampered by component shortages, with notebook shipment results vary from maker to maker in May. In the memory market, NOR flash prices are expected to surge in third-quarter 2021, stimulated by smartphone spec upgrades. According to Digitimes Research, global smartphone shipments are set to grow in 2021.
Thursday 10 June 2021
Mobo and graphics card makers to enjoy handsome profits in 1H21
Taiwan-based motherboard and graphics card makers are poised to generate handsome profits in the first half of 2021, and may see profits for the year hit record highs, according to market sources.
Thursday 10 June 2021
Notebook ODMs see mixed shipment results in May
Notebook ODMs have all reported their shipments for May, but with mixed performances.
Thursday 10 June 2021
Apple supply chain creates thousands of jobs in India
The Apple supply chain's shift of operation to India, in line with the incentives provided by the Indian government, has reportedly created around 20,000 job opportunities so far in the South Asian country.
Wednesday 9 June 2021
Notebook, graphics card makers see strong May
Taiwan-based notebook and graphics card makers have reported strong sales for May and are poised to enjoy a strong second-quarter 2021.
Tuesday 8 June 2021
Highlights of the day: COVID threatens Taiwan IC supply chain
Taiwan's tech firms have intensified coronavirus-prevention measures after COVID-19 hit some local semiconductors plants, with KYEC bearing the brunt of the impacts, raising concerns about the stability of IC supply that has already been troubled by capacity shortage for months. In the IT market, despite speculation that demand for notebooks may weaken in second-half 2021 as a result of easing of the pandemic, ODMs are still confident about notebook orders throughout the year. In India, Lava International reportedly is preparing for IPO, as it seeks to reclaim lost ground in the local handset market.
Tuesday 8 June 2021
Foxconn sees revenues rise on year in May
Foxconn Technology Group (Hon Hai Precision Industry) has reported May consolidated revenues of NT$455.03 billion (US$16.27 billion), down 9.1% on month, but up 17.6% on year, with the amount for the first five months of 2021 reaching NT$2.29 trillion, up 35.42% on year.
Tuesday 8 June 2021
Lava set for IPO, seeking to reclaim lost market share
Lava International, an India-based smartphone manufacturer, is preparing for initial public offering (IPO), in line with a trend that sees ndian companies showing keeness to seize the opportunities available to expand their market share and capitalization, according to local media reports.
Tuesday 8 June 2021
Apple miniLED iPad Pro supply chain makers report robust gains for May
Most Taiwan-based supply chain makers included in Apple's miniLED-backlit iPad Pro products have reported robust revenue growths for May thanks to shipment pull-ins from Apple, according to industry sources.
Tuesday 8 June 2021
Notebook demand to stay robust in 2H21
Notebook demand arising from stay-at-home economy will remain strong in the second half of 2021, according to industry sources.
Monday 7 June 2021
Taiwan eyes LEO satellite business opportunity
With parts of government budgets and resources for space development to be given to companies in Taiwan's ICT industry after the passing of Space Development Law, development of low-Earth-orbit (LEO) satellite equipment, where ICT makers having the most experience in, looks promising.
Monday 7 June 2021
Inventec pushing AI solutions
Inventec has devoted efforts to the development of AI solutions particularly for the smart manufacturing industry.
Monday 7 June 2021
Vietnam benefits most from China+1 strategy
While Southeast Asia is the most popular investment destination for electronics manufacturers seeking to diversify production, Vietnam seems to be the biggest beneficiary of the so-called "China+1" strategy - running production in China and other places at the same time.
Friday 4 June 2021
Highlights of the day: PC vendors want more control over components sourcing
Components shortage has been troubling the PC sector for months. PC brand vendors, seeking to secure components supply, have moved to directly place orders with IC design houses, skipping their ODMs. Apple is expected to unveil two miniLED-backlit MacBook Pro devices later this year. As its present supplier of miniLED backlighting applications is unlikely to be able to fully support the production for the new devices, Apple reportedly has enlisted Osram Opto as a second supplier. Qualcomm is gearing up its deployment in the notebook processor market. Its 5G PC processors are targeting the high-end commercial segment and the lower-end consumer/education segment.